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Question

Question

Reverting A Form To Only Selected Users At The Start of A Review Process

asked on September 11

Hello All,

Can anyone please help me. 

I have a scenario where I select reviewers from a drop down in a form and after their review, they send the form for approval. My challenge is how to ensure that the form when reverted by the approver is sent back to only those selected for the review in the first place.

Does anyone have an idea how I can achieve this. I am using Laserfiche Cloud.

Thanks 

Ade

 

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Replies

replied on September 11

Does your form allow for multiple reviewers? So one of many reviewers ends up doing the review and you want to send it back to them?

If its just one person, you can use the same task/dropdown and assignment logic in the process diagram. Otherwise you will have to capture the username of the reviewer on the form and use it to route tasks back them.

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replied on September 11

Thanks Zachary. There are multiple reviewers. Any number of people selected will form the review team. I used an exclusive gateway to merge their submission to the approver. When the approver checks what they have done, he can either approve right away or he can revert the form with comments. SO multiple people review but there is only one approver at a time. So how to send the revert to only the previously selected team is my challenge.

This is not clear what you are saying here

If its just one person, you can use the same task/dropdown and assignment logic in the process diagram.

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replied on September 11

 

Think about it as a token system -who does what when

Create a data table and a rule to store Unique Id and the names of reviewers in that table. Run another rule after the approver decides to lookup the names. and loop through these names.

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